IAA
COP icon

Independent Advisor Alliance’s ConocoPhillips COP Stock Holding History

Independent Advisor Alliance’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed -$2K – 600
2020
Q4 		$2K Buy
+2
New +$74 ﹤0.01% 563

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independent Advisor Alliance's COP Position: Q2 2026 in Review

Independent Advisor Alliance increased its ConocoPhillips (COP) stake by 0.78% in Q2 2026, buying an estimated $55.4K and bringing the position to 60,136 shares worth $6.25M. The position accounts for 0.15% of the portfolio, ranked #102.

Independent Advisor Alliance first reported a position in COP in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.4M in Q1 2024. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Independent Advisor Alliance held 60,136 shares of ConocoPhillips worth $6.25M as of Q2 2026.
  • Independent Advisor Alliance bought 467 ConocoPhillips shares in Q2 2026, an estimated $55.4K.
  • ConocoPhillips made up 0.15% of Independent Advisor Alliance's portfolio in Q2 2026, its #102 holding.
  • Independent Advisor Alliance first reported a position in ConocoPhillips in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's ConocoPhillips position peaked at $11.4M in Q1 2024.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.